+100.2%
UAL vs ARWR
+921.6%
-821.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -15.3% | +22.1% | +9.2% |
| 7D | +10.2% | -17.3% | +27.5% | +13.1% |
| 30D | +12.0% | -21.5% | +33.6% | +15.9% |
| 3M | -7.1% | -43.8% | +36.7% | +1.1% |
| 6M | +20.9% | -32.3% | +53.1% | +27.1% |
| YTD | +7.7% | -25.8% | +33.5% | +11.2% |
| 1Y | +23.6% | +25.5% | -2.0% | +17.0% |
| 3Y | +222.6% | +84.1% | +138.4% | +170.7% |
| 5Y | +127.9% | -39.2% | +167.2% | +112.1% |
| 10Y | +100.2% | +1,072.4% | -972.2% | +42.3% |
| All | +100.2% | +921.6% | -821.4% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling